How Does Ironstream Investing Work?

Ironstream provides a comprehensive wealth management solution including financial planning and investment management. You probably have a 401(k) through your work - and that's a great first step - but you need to be saving beyond the typical work-funded account to have a secure retirement.

 

This is where we come in: we organize and consolidate your financial accounts and create a plan for saving towards a secure future. We invest your portfolio in carefully selected stocks, bonds, and funds which meet our strict investment criteria. 
 

 STEP 1

 STEP 1

A free evaluation of your current financial picture including 401(k) plans and retirement accounts. We'll discuss your assets, liabilities, risk tolerance, and portfolio goals to develop a tailored financial roadmap. 

DESIGN

 STEP 1 

 STEP 1

 STEP 1

​ Ironstream will build a personalized portfolio to put you on the path towards financial success.

  • Retirement + Estate Planning

  • College Saving

  • Account Consolidation

  • Tax Optimization

BUILD

 STEP 2 

 STEP 1

 STEP 1

Ironstream will manage your investments in accordance with your portfolio design, making adjustments as needed. 

Circumstances change in the future? No problem, your plan is adaptable. 

MANAGE

 STEP 3 

Image by Alexis Antoine

 STEP 1

STEP 2

STEP 3

It typically takes three meetings to get your portfolio up and running. Seem like a lot? Your financial future is worth it. Best of all, we make house calls! No need to take off from work - or find a babysitter. Personalized attention in the comfort of your home (or via telephone/video) makes the process easy from start to finish. 

Fees

Ironstream Capital is a fee-only investment adviser, committed to cost transparency.

We use a tiered fee schedule, which means as portfolios grow in size, the fee rate is reduced. For most new clients, it's 0.25% per quarter on managed assets.

 

Unlike many investment advisers, we don't collect sales commissions, use high-fee products (such as annuities), or charge separately for financial planning.

We work with clients who stand to benefit significantly from our planning and investment process. As a result, we require a minimum portfolio size of $250k in assets, excluding current workplace retirement plans such as 401(k)s.

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